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The Race For Chip Dominance | CNBC Marathon

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1 year ago

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CNBC Marathon goes to explore the biggest tech companies that are designing chips on U.S. soil.
Thirty years ago, Taiwan immigrant Jensen Huang founded Nvidia with the dream of revolutionizing PCs and gaming with 3D graphics. In 1999, after laying off the majority of workers and nearly going bankrupt, the company succeeded when it launched what it claims as the world’s first Graphics Processing Unit (GPU). Then Jensen bet the company on something entirely different: AI. Now, that bet is paying off in a big way as Nvidia’s A100 chips quickly become the coveted training engines for ChatGPT and other generative AI. But as the chip shortage eases, other chip giants like Intel are struggling. And with all it’s chips made by TSMC in Taiwan, Nvidia remains vulnerable to mounting U.S.-China trade tensions. We went to Nvidia’s Silicon Valley, California, headquarters to talk with Huang and get a behind-the scenes-look at the chips powering gaming and the AI boom.

Samsung may be known for android phones, TVs and appliances, but it’s also been the undisputed leader in memory for more than three decades. Now, as memory prices continue to fall, it’s doubling down on manufacturing chips for outside customers, with a $17 billion new chip fab in Texas and new $228 billion cluster in South Korea. CNBC got a rare look inside Samsung’s chip business to bring you the untold story of how it became the world’s second biggest advanced chipmaker, just as it makes plans to catch the industry leader TSMC.

Despite its firm footing as the world’s biggest cloud provider, Amazon Web Services got a slow start to the generative AI race. AWS released its large language model, Titan, months after Microsoft’s reported $13 billion investment in ChatGPT-maker OpenAI and Google’s release of Bard. But AWS is also designing its own custom AI microchips, shown to CNBC in an exclusive tour of its Austin chip lab. Now analysts say AWS may gain a long term advantage in AI by offering an alternative to Nvidia GPUs.

Apple has designed its own custom chips for iPhones since 2010, kicking off a trend followed by other non-chip giants like Google, Microsoft, Amazon and Tesla. In November, CNBC became the first journalists to film inside an Apple chip lab, where it tests its latest M3 chips that replaced Intel processors in all new Macs. We also got a rare chance to talk with Apple’s head of silicon, Johny Srouji, and Apple’s senior vice president of hardware engineering, John Ternus, about geopolitical risks in Taiwan, slowdowns and what’s next in AI.

Chapters:
00:00 Introduction
01:22 How Nvidia Grew From Gaming To A.I. Giant, Now Powering ChatGPT (Published March 2023)
19:02 The Untold Story Of Samsung’s Growing Chip Business (Published November 2023)
36:40 How Amazon Is Making Custom Chips To Catch Up In Generative A.I. Race (Published August 2023)
52:19 Inside An Apple Lab That Makes Custom Chips For iPhone And Mac (Published December 2023)

Produced by: Katie Tarasov
Edited by: Sydney Boyo, Evan Lee Miller, Amy Marino
Supervising Producer: Jeniece Pettitt
Additional Reporting: Jordan Novet
Animation: Andrea Schmitz, Christina Locopo, Jason Reginato, Midnight Snacks
Camera: Andrew Evers, Katie Brigham Joseph Huerta
Additional Footage: Getty Images , Apple, TSMC, AMD, Google, Intel, Nvidia, OpenAI, Qualcomm, Samsung, Amazon, Airbus, Autobus, Microsoft, ASML

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How China came to dominate the global EV factory boom

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18 hours ago

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July 14, 2026

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Chinese automakers have made over $100 billion in EV and battery investments abroad since 2019, according to Atlas Public Policy, far outpacing US firms. CNBC’s Robert Ferris has more on how the Asian country got here and why.

Chapter 1: What is happening – 01:18
Chapter 2: Why this matters – 03:05
Chapter 3: The future – 06:00

CREDITS:
Produced by: Robert Ferris
Shot and edited by:
Additional Editing: Darren Geeter
Animation: Jason Reginato, Emily Park
Senior Managing Producer: Tala Hadavi
Additional Footage: Getty Images, AP

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Cisco Buys AppDynamics One Day Before Its IPO | Tech Bet | CNBC

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3 days ago

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July 12, 2026

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Cisco buys tech startup AppDynamics one day before its IPO. Here’s what to expect next.
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AI’s Next Race: Cost, Control, and Compute

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4 days ago

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July 11, 2026

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The AI race is shifting from who has the biggest model to who can run, control and deploy AI most effectively.

Perplexity CEO Aravind Srinivas joins to discuss the company’s new orchestrator model, why he’s building on open-source Chinese AI, and his argument that “token value per watt” may decide the next phase of competition.

Then, Benchmark general partner Peter Fenton and Ollama CEO Jeff Morgan discuss the rise of open models, why enterprises are increasingly running models they can download and control, and what Ollama’s growth says about where the AI ecosystem is heading.

Together, the conversations get at one big question: in AI’s next race, will the winners be defined less by model access and more by cost, control and compute?

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How Warsh’s Task Forces Will Reshape The Federal Reserve

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5 days ago

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July 10, 2026

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Federal Reserve Chairman Kevin Warsh is floating major revisions to the central bank’s approach to assets, productivity, data, inflation and public communications. To achieve this, Warsh has created 5 “task forces” while soliciting interest from individuals outside of the Fed. This presents an opportunity for a small unelected group to influence the broader U.S. economy and value of U.S. dollars circulating globally. CNBC’s Matt Peterson reports.

Credits
Reporter: Matt Peterson
Produced and Edited by: Carlos Waters
Camera by: Charlotte Morabito
Animation: Jason Reginato
Senior Managing Producer: Shawn Baldwin
Additional Footage: Getty Images

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How AI Super PACs Are Shaping The Midterms

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5 days ago

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July 10, 2026

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Members of Congress are debating the future of AI regulation at a pivotal moment for the technology. In an effort to influence the next class of lawmakers, dueling super PACs backed by AI giants like OpenAI and Anthropic are pouring millions of dollars into the midterm elections. CNBC’s Emily Wilkins breaks it down.

CREDITS:
Reporter
Emily Wilkins
Produced by
Macklin Fishman
Additional Production
Karen James Sloan
Shot by
Mickey Todiwala, Fred Soffa
Edited by
Andrea Miller, Darren Geeter
Animation
Jason Reginato, Emily Park
Senior Managing Producer
Shawn Baldwin
Additional Footage
Getty Images

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